SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 722 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490 | +18.4% | 6,724 | +21.5% | 0.06% | +24.4% |
| Q2 2023 | $414 | +5.3% | 5,535 | -8.4% | 0.04% | -2.2% |
| Q1 2023 | $393 | -100.0% | 6,044 | -92.9% | 0.05% | -91.1% |
| Q3 2022 | $4,722,000 | +1019.0% | 84,625 | +1060.2% | 0.52% | +805.3% |
| Q2 2022 | $422,000 | -83.1% | 7,294 | -78.2% | 0.06% | -74.1% |
| Q1 2022 | $2,502,000 | -78.5% | 33,439 | -53.0% | 0.22% | -76.9% |
| Q4 2021 | $11,659,000 | +47.8% | 71,198 | +33.7% | 0.95% | +46.3% |
| Q3 2021 | $7,886,000 | +5656.2% | 53,248 | +4899.8% | 0.65% | +2854.5% |
| Q4 2020 | $137,000 | +11.4% | 1,065 | 0.0% | 0.02% | -40.5% |
| Q3 2020 | $123,000 | – | 1,065 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triton Wealth Management, PLLC | 241,902 | $26,005,000 | 26.92% |
| Marquette Asset Management, LLC | 753,967 | $76,558,000 | 24.96% |
| Avantax Planning Partners, Inc. | 4,280,749 | $434,667,000 | 24.55% |
| Reitz Capital Advisors LLC | 164,163 | $16,669,000 | 21.17% |
| APPLETON GROUP, LLC | 157,009 | $15,943,000 | 19.19% |
| Mokosak Advisory Group, LLC | 292,495 | $29,710,000 | 18.14% |
| Fund Evaluation Group, LLC | 1,169,436 | $118,745,000 | 16.45% |
| HHM Wealth Advisors, LLC | 299,395 | $30,401,000 | 12.70% |
| Kelman-Lazarov, Inc. | 259,277 | $26,327,000 | 12.20% |
| Legacy Wealth Management, Inc | 698,612 | $70,937,000 | 11.58% |